Evolution Wealth Advisors, LLC Portfolio Holdings
Evolution Wealth Advisors, LLC
- $582 Million
- Q1 2025
Evolution Wealth Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $582 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $141M, Technology Sector Spdr with a value of $52.6M, Financial Sector Spdr with a value of $30.2M, Global X Fds Us Infrastructure with a value of $28.7M, and Amazon Com Inc with a value of $19.8M.
Examining the 13F form we can see an increase of $1.6M in the current position value, from $580M to 582M.
Below you can find more details about Evolution Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$582 Million
ETFs: $486 Million
Technology: $29.6 Million
Consumer Cyclical: $25.6 Million
Communication Services: $16.4 Million
Financial Services: $15.9 Million
Industrials: $1.34 Million
Healthcare: $1.25 Million
Consumer Defensive: $1.06 Million
Other: $629,000